Understanding and Using Tags in TrackStat
Tags in TrackStat are powerful tools that help you organize, track, and filter your patients effectively, similar to using filters while shopping online. This article will guide you through the basics of tags, how to use them, and best practices for managing them.
What Are Tags?
Tags are data points used to categorize and manage patients in your system. They allow you to filter and sort patient lists based on specific criteria, much like applying filters for size, brand, or price when shopping online. Tags can be:
Custom (created by you to suit your needs)
Predefined (e.g., system tags like np start)
How Do Tags Work?
Tags serve as identifiers and filters, helping you:
Sort patients into specific groups (e.g., “golfer” or “HR manager”).
Move patients into specific case types (e.g., np start for new patients starting weekly care).
Track patient progress, such as from leads to active care plans.
Tags can also:
Add patients to follow-up reports.
Automatically assign patients to specific drip campaigns based on the tag.
Tags 101
Adding Tags
Adding Tags to a Single Patient
From the Patient Card: Click on the patient name, navigate to their patient card, and add or remove tags in the tag section.
From the Tags Column: In reports, type in the tag box. Predictive search will suggest existing tags. If the tag doesn’t exist, you can create it.
Adding Tags in Bulk
Use Shift, Ctrl (or Command on Mac) to select multiple patients in a report.
Click the Tag Icon in the tags column.
Add an existing tag or create a new one, then click Done.
Adding Tags in Bulk from a Blast Campaign
Managing Tag Categories
Tags can be grouped into categories for better organization:
Examples:
Patient Type: Active Care, Maintenance, PRN.
Condition: Knee Pain, Shoulder Pain.
Follow-Up: Patients who require follow-up actions.
How to Create Categories: Navigate to the tag category settings and assign tags to the desired category.
Pro Tip: Use a consistent naming convention (e.g., “Patient Type - Maintenance”) to ensure tags sort alphabetically in filters.
Using Tags for Filtering
Tags allow you to quickly identify specific groups of patients in reports.
Filtering Logic:
Inclusion: Filters patients with any of the selected tags.
Exclusion: Filters out patients with specific tags.
Best Practices
Naming Conventions: Use prefixes like “Patient Type -” or “Reactivation -” to keep tags organized and easily searchable.
System Tags: Avoid removing system tags like np start, as they are critical for tracking statistics and patient workflows.
Follow-Up Tags: Adding a follow-up tag places the patient in the follow-up report. Removing the tag removes them from the report.
Common Tag Use Cases
Tracking Patient Progress:
Use tags like np start or corrective care to monitor patients through different care stages.
Follow-Up Management:
Add a follow-up tag for leads or patients requiring follow-up actions. Remove the tag once they are reviewed or resolved.
Campaign Targeting:
Apply tags like monthly care or patient education to segment patients for targeted campaigns.
Lead Management:
Non-patients texting the office can be tagged and added to follow-up reports.
Key Points to Remember
• Case Type Tags: Tags like np start are tied to case types and may have specific behaviors (e.g., blue highlights).
• Non-Patients: Leads without an EHR record will not have a tag box. These can still be added to follow-up workflows.
• Deleting Tags: Tags are fluid and can be removed, but certain system tags (e.g., np follow up reviewed) cannot be deleted or edited.
Tags in TrackStat simplify patient management, help organize your workflows, and ensure no patient or lead is overlooked. Start tagging effectively and streamline your operations today!